Financial Advisors | Las Vegas, NV

Taking The Time To Plan Today Can Help You Work Towards a Lifetime of Security For Your Family

Effective financial planning can help create stability in the face of life’s many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that can help them to make stronger financial decisions. Though one-size fits all solutions may be the common approach, we specialize in tailoring strategies to fit your current situation while providing a foundation for future growth opportunities.

Whether you’re a young family looking to fund a child's education, a business owner, or an individual investor approaching retirement, our advisors can build customized plans that seek to grow, and preserve your assets. Every circumstance is unique, and there are countless financial strategies available for managing and addressing your goals.

Our Financial Planning Process

At Danielson Financial Group, our Financial Advisors follow a process that is designed to help you make smart decisions about your money. To do so, we use a systematic consulting process to determine what type of plan can help keep you on track toward pursuing your goals. We have designed our Lifetime Solutions Process^TM specifically to help us work towards the following:

•  Understand your true financial goals.
•  Develop a customized plan for working towards those goals.
•  Monitor progress to keep us both on track at each step of the process.

About Deborah Danielson, CFP®, MSFS 

¹ Rankings based on matrices including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
² Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interview, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited date. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
³ The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.